✦ Luna Orbit — Customer Success & Support

Part Time Branch Office Administrator- Soldotna, AK

at Jones Financial (Edward Jones)

📍 Soldotna, AK Onsite Posted March 30, 2026
Type Part-Time
Experience entry
Exp. Years Not specified
Education Not specified
Category Customer Success & Support

Part-time Branch Office Administrator in Soldotna, AK supporting Edward Jones financial advisors with client service, account management, and administrative functions. The role emphasizes training, marketing activities, and a positive client experience.

  • Provide exceptional client service via inbound and outbound calls, email, and in-person interactions
  • Manage client accounts and documentation
  • Schedule appointments and prepare materials for client meetings
  • Support marketing initiatives and events
  • Learn and use firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office

Role involves using MoneyGuide, Salesforce, and Microsoft Office within Edward Jones' branch operations; 6-month training and team support provided.

The ideal candidate is a part-time Branch Office Administrator with strong client service and administrative skills, supporting financial advisors and coordinating events. Proficiency with MoneyGuide, Salesforce, and Microsoft Office enables effective branch operations.

Client ServiceAccount ManagementAdministrative & Operational SupportTechnology
MoneyGuideSalesforceMicrosoft Office
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationMoneyGuideSalesforceMicrosoft OfficeClient ServiceAccount ManagementAdministrative & Operational SupportTechnology
MoneyGuideSalesforceMicrosoft Office
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam CollaborationCommunicationCustomer Service
Industry Finance & Accounting
Job Function Provide administrative and client service support to a financial advisor or a team of financial advisors in a branch office.
Role Subtype Branch Office Administrator
branch office administratorMoneyGuideSalesforceMicrosoft Officeclient serviceaccount managementadministrative & operational supportanalytical thinkingattention to detailadaptabilityconversational skillsdigital tool utilizationteam collaborationpart-timeonsiteedward jonesfinancecustomer service
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